91-081 - 09-24 Authorize $300,000 Equipment Indebtedness Series 1991EResolution 91-81
September 24, 1991
Member Russell introduced the following resolution and moved its adoption:
RESOLUTION AUTHORIZING ISSUANCE, AWARDING SALE,
PRESCRIBING THE FORM AND DETAILS AND PROVIDING FOR
THE PAYMENT OF $300,000 GENERAL OBLIGATION EQUIPMENT
CERTIFICATES OF INDEBTEDNESS, SERIES 1991E
BE IT RESOLVED by the City Council of the City of Golden Valley,
Minnesota (the Issuer), as follows:
Section 1. Authorization and Sale.
(a) This Council, by its Resolution No. 91-76 adopted August 20, 1991,
authorized the issuance and public sale of $300,000 General Obligation Equipment
Certificates of Indebtedness, Series 1991E (the Obligations) of the Issuer to
finance the costs of acquiring certain items of capital equipment as described
in Resolution No. 91-76.
(b) Notice of Sale has been duly published. Pursuant to the Official
Terms of Offering and the Notice of Sale, 5 (five) sealed bids for the
purchase of the Obligations were received at or before the time specified for
receipt of bids. The bids have been opened, publicly read and considered and
the purchase price, interest rates and net interest cost under the terms of each
bid have been determined. The most favorable bid received is that of Norwest
Investment Services, Incorporated, of Minneapolis, Minnesota and associates (the
Purchaser), to purchase the Obligations at a price of $298,500 plus accrued
interest on all Obligations to the day of delivery and payment, on the further
. terms and conditions hereinafter set forth.
(c) The sale of the Obligations is hereby awarded to the Purchaser and
the Mayor and City Manager are hereby authorized and directed to execute a
contract on behalf of the Issuer for the sale of the Obligations in accordance
with the terms of the bid. The good faith deposit of the Purchaser shall be
retained and deposited by the Issuer in accordance with the Official Terms of
Offering. The good faith deposits of the unsuccessful bidders shall be returned
forthwith.
Section 2. Bond Terms; Registration; Execution and Delivery.
2.01. Issuance of Obligations. All acts, conditions and things which
are required by the Constitution and laws of the State of Minnesota to be done,
to exist, to happen and to be performed precedent to and in the valid issuance
of the Obligations having been done, now existing, having happened and having
been performed, it is now necessary for the City Council to establish the form
and terms of the Obligations, to provide security therefor and to issue the
Obligations forthwith.
2.02. Maturities; Interest Rates; Denominations and Payment. The
Obligations shall be originally dated as of October 1, 1991, shall be in denomi-
nations of $5,000 or any integral multiple thereof, of single maturities, shall
mature on February 1 in the years and amounts stated below, without option of
prior payment, and shall bear interest from date of issue until paid at the
annual rates set forth opposite such years and amounts, as follows:
Resolution 91-81 - Continued
September 24, 1991
Year Amount Interest Rate
• 1993 $100,000 4.70%
1994 100,000 4.90
1995 100,000 5.00
The Obligations shall be issuable only in fully registered form. The interest
thereon and, upon surrender of each Bond at the principal office of the
Registrar described herein, the principal amount thereof, shall be payable by
check or draft issued by the Registrar described herein.
2.03. Dates and Interest Pa ment Dates. Each Bond shall bear a date of
original issue of October , 1991. Upon the initial delivery of the Bonds pur-
suant to Section 2.07, and upon any subsequent transfer or exchange pursuant to
Section 2.06, the date of authentication shall be noted on each Bond so deli-
vered, exchanged or transferred. Interest on the Bonds shall be payable on each
February 1 and August 1 , commencing August 1, 1992, to the owners of record
thereof as of the close of business on the fifteenth day of the immediately pre-
ceding month, whether or not such day is a business day.
2.04. Redemption. The Obligations shall not be subject to prepayment
prior to their stated maturities.
2.05. Appointment of Initial Registrar. The Issuer hereby appoints
First Trust National Association, in St. Paul, Minnesota, as the initial bond
registrar, transfer agent and paying agent (the Registrar) for the Obligations.
The Mayor and Clerk are authorized to execute and deliver, on behalf of the
Issuer, a contract with the Registrar. Upon merger or consolidation of the
Registrar with another corporation, if the resulting corporation is a bank or
trust company authorized by law to conduct such business, such corporation shall
be authorized to act as successor Registrar. The Issuer agrees to pay the
reasonable and customary charges of the Registrar for the services performed.
The Issuer reserves the right to remove the Registrar upon thirty days' notice
and upon the appointment of a successor Registrar, in which event the prede-
cessor Registrar shall deliver all cash and Obligations in its possession to the
successor Registrar and shall deliver the bond register to the successor
Registrar.
2.06. Registration. The effect of registration and the rights and
duties of the Issuer and the Registrar with respect thereto shall be as follows:
(a) Register. The Registrar shall keep at its principal corporate
trust office a bond register in which the Registrar shall provide for the
registration of ownership of Obligations and the registration of transfers and
exchanges of Obligations entitled to be registered, transferred or exchanged.
(b) Transfer of Obli ations. Upon surrender for transfer of any
Obligation duly endorsed by the registered owner thereof or accompanied by a
written instrument of transfer, in form satisfactory to the Registrar, duly exe-
cuted by the registered owner thereof or by an attorney duly authorized by the
registered owner in writing, the Registrar shall authenticate and deliver, in
the name of the designated transferee or transferees, one or more new
Obligations of a like aggregate principal amount and maturity, as requested by
the transferor. The Registrar may, however, close the books for registration of
any transfer after the fifteenth day of the month preceding each interest
payment date and until such interest payment date.
Resolution 91-81 - Continued
September 24, 1991
(c) Exchan e of Obligations. Whenever any Obligations are surrendered
by the registered owner for exchange the Registrar shall authenticate and
deliver one or more new Obligations of a like aggregate principal amount and
maturity, as requested by the registered owner or the owner's attorney in
writing.
(d) Cancellation. All Obligations surrendered upon any transfer or
exchange shall be promptly cancelled by the Registrar and thereafter disposed of
as directed by the Issuer.
(e) Improper or unauthorized Transfer. When any Obligation is pre-
sented to the Registrar for transfer, the Registrar may refuse to transfer the
same until it is satisfied that the endorsement on such Obligation or separate
instrument of transfer is valid and genuine and that the requested transfer is
legally authorized. The Registrar shall incur no liability for the refusal, in
good faith, to make transfers which it, in its judgment, deems improper or
unauthorized.
(f) Persons Deemed Owners. The Issuer and the Registrar may treat the
person in whose name any Obligation is at any time registered in the bond
register as the absolute owner of the Obligation, whether the Obligation shall
be overdue or not, for the purpose of receiving payment of or on account of, the
principal of and interest on the Obligation and for all other purposes; and all
payments made to any registered owner or upon the owner's order shall be valid
and effectual to satisfy and discharge the liability upon Obligation to the
extent of the sum or sums so paid.
• (g) Taxes, Fees and Char es. For every transfer or exchange of
Obligations (except for an exchange upon a partial redemption of an Obligation),
the Registrar may impose a charge upon the owner thereof sufficient to reimburse
the Registrar for any tax, fee or other governmental charge required to be paid
with respect to such transfer or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Obligations. In case any
Obligation shall become mutilated or be destroyed, stolen or lost, the Registrar
shall deliver a new Obligation of like amount, number, maturity date and tenor
in exchange and substitution for and upon cancellation of any such mutilated
Obligation or in lieu of and in substitution for any Obligation destroyed, sto-
len or lost, upon the payment of the reasonable expenses and charges of the
Registrar in connection therewith; and, in the case of a Obligation destroyed,
stolen or lost, upon filing with the Registrar of evidence satisfactory to it
that the Obligation was destroyed, stolen or lost, and of the ownership thereof,
and upon furnishing to the Registrar of an appropriate bond or indemnity in
form, substance and amount satisfactory to it, in which both the Issuer and the
Registrar shall be named as obligees. All Obligations so surrendered to the
Registrar shall be cancelled by it and evidence of such cancellation shall be
given to the Issuer. If the mutilated, destroyed, stolen or lost Obligation has
already matured or been called for redemption in accordance with its terms it
shall not be necessary to issue a new Obligation prior to payment.
(i) Authenticatin Agent. The Registrar is hereby designated authen-
ticating agent for the Obligations, within the meaning of Minnesota Statutes,
Section 475.55, Subdivision 1, as amended.
Resolution 91-81 - Continued
September 24, 1991
2.07. Execution, Authentication and Deliver The Obligations shall be
• prepared under the direction of the Clerk and shall be executed on behalf of the
Issuer by the signatures of the Mayor and the Manager, provided that the signa-
tures may be printed, engraved or lithographed facsimiles of the originals. In
case any officer whose signature or a facsimile of whose signature shall appear
on the Obligations shall cease to be such officer before the delivery of any
Obligation, such signature or facsimile shall nevertheless be valid and suf-
ficient for all purposes, the same as if he had remained in office until deli-
very. Notwithstanding such execution, no Obligation shall be valid or
obligatory for any purpose or entitled to any security or benefit under this
Resolution unless and until a certificate of authentication on the Obligation
has been duly executed by the manual signature of an authorized representative
of the Registrar. Certificates of authentication on different Obligations need
not be signed by the same representative. The executed certificate of authen-
tication on each Obligation shall be conclusive evidence that it has been
authenticated and delivered under this Resolution. When the Obligations have
been prepared, executed and authenticated, the Finance Director shall deliver
them to the Purchaser upon payment of the purchase price in accordance with the
contract of sale heretofore executed, and the Purchaser shall not be obligated
to see to the application of the purchase price.
2.08. Form of Obligations. The Obligations shall be prepared in
substantially the following form:
[Face of the Obligations]
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF GOLDEN VALLEY
GENERAL OBLIGATION EQUIPMENT CERTIFICATE OF INDEBTEDNESS,
SERIES 1991E
Interest Maturity Date of
Rate Date Original Issue CUSIP
October 1, 1991
REGISTERED OWNER:
PRINCIPAL AMOUNT:
FOR VALUE RECEIVED, the City of Golden Valley, County of Hennepin,
Minnesota (the Issuer), acknowledges itself to be indebted and for value
received hereby promises to pay to the registered owner specified above, or
registered assigns, the principal sum specified above on the maturity date spe-
cified above, without option of prior payment, and to pay interest thereon from
the date hereof at the annual rate specified above, payable on February 1 and
August 1 in each year, commencing August 1, 1992, to the person in whose name
this Obligation is registered at the close of business on the fifteenth day
• (whether or not a business day) of the immediately preceding month. The
interest hereon and, upon presentation and surrender hereof, the principal
hereof are payable in lawful money of the United States of America by check or
draft by
in , as Registrar
Resolution 91-81 - Continued
September 24, 1991
and Paying Agent (the Registrar), or its designated successor under the
• Resolution described herein. For the prompt and full payment of such principal
and interest as the same respectively become due, the full faith, credit and
taxing powers of the Issuer have been and are hereby irrevocably pledged.
Additional provisions of this Obligation are contained on the reverse
hereof and such provisions shall for all purposes have the same effect as though
fully set forth hereon.
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•
This Obligation shall not be valid or become obligatory for any purpose
or be entitled to any security or benefit under the Resolution until the
Certificate of Authentication hereon shall have been executed by the Registrar
by manual signature of one of its authorized representatives.
IN WITNESS WHEREOF, the City of Golden Valley, County of Hennepin,
Minnesota, by its City Council, has caused this Obligation to be executed on its
behalf by the printed facsimile signatures of its Mayor and City Manager, and
has caused this Obligation to be dated as of the date set forth below.
Dated:
CITY OF GOLDEN VALLEY, MINNESOTA
Attest: (facsimile)
City Manager
CERTIFICATE OF AUTHENTICATION
(facsimile)
Mayor
This is one of the Obligations delivered pursuant to the Resolution men-
tioned within.
LIZ
as Registrar
Authorized Representative
[Reverse of the Obligations]
This Obligation is one of an issue in the aggregate principal amount of
$300,000, all of like date and tenor, except as to maturity date, interest rate
and denomination issued pursuant to a resolution adopted by the City Council on
September 24, 1991 (the Resolution), to finance the costs of acquisition of
capital equipment, and is issued pursuant to and in full conformity with the
Constitution and laws of the State of Minnesota thereunto enabling, including
Minnesota Statutes, Section 412.301 and Chapter 475. The Obligations of this
issue are issuable only in fully registered form, in denominations of $5,000 or
any integral multiple thereof, of single maturities.
Resolution 91-81 - Continued
September 24, 1991
As provided in the Resolution and subject to certain limitations set
• forth therein, this Obligation is transferable upon the books of the Issuer at
the principal office of the Registrar, by the registered owner hereof in person
or by the owner's attorney duly authorized in writing upon surrender hereof
together with a written instrument of transfer satisfactory to the Registrar,
duly executed by the registered owner or the owner's attorney; and may also be
surrendered in exchange for Obligations of other authorized denominations. Upon
such transfer or exchange the Issuer will cause a new Obligation or Obligations
to be issued in the name of the transferee or registered owner, of the same
aggregate principal amount, bearing interest at the same rate and maturing on
the same date, subject to reimbursement for any tax, fee or governmental charge
required to be paid with respect to such transfer or exchange.
The Issuer and the Registrar may deem and treat the person in whose name
this Obligation is registered as the absolute owner hereof, whether this
Obligation is overdue or not, for the purpose of receiving payment and for all
other purposes, and neither the Issuer nor the Registrar shall be affected by
any notice to the contrary.
IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts,
conditions and things required by the Constitution and laws of the State of
Minnesota to be done, to exist, to happen and to be performed preliminary to and
in the issuance of this Obligation in order to make it a valid and binding
general obligation of the Issuer in accordance with its terms, have been done,
do exist, have happened and have been performed as so required; that, prior to
the issuance hereof the City Council has levied ad valorem taxes on all taxable
property in the Issuer, which taxes will be collectible for the years and in
amounts sufficient to produce sums not less than five percent in excess of the
principal of and interest on the Obligations when due, and has appropriated such
taxes to its Series 1991E Equipment Certificate Sinking Fund for the payment of
such principal and interest; that if necessary for payment of such principal and
interest, additional ad valorem taxes are required to be levied upon all taxable
property in the Issuer, without limitation as to rate or amount; and that the
issuance of this Obligation, together with all other indebtedness of the Issuer
outstanding on the date hereof and on the date of its actual issuance and deli-
very, does not cause the indebtedness of the Issuer to exceed any constitutional
or statutory limitation of indebtedness.
Form of certificate to be printed on the reverse side of each
Obligation, following a full copy of the legal opinion:
We certify that the above is a full, true and correct copy of the legal
opinion rendered by Bond Counsel on the issue of Obligations of the City of
Golden Valley, Hennepin County, Minnesota, which includes the within Obligation,
dated as of the date of original delivery of and payment for the Obligations.
(Facsimile Signature) (Facsimile Signature)
City Manager Mayor
The following abbreviations, when used in the inscription on the face of
• this Obligation, shall be construed as though they were written out in full
according to applicable laws or regulations:
9
•
0
Resolution 91-81 - Continued
TEN COM -- as tenants
in common
TEN ENT -- as tenants
by entireties
JT TEN -- as joint tenants
with right of
survivorship and
not as tenants in
common
September 24, 1991
UTMA as Custodian for
(Gust (Minor
under Uniform Transfers
to Minors
Act......
(State)
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
unto
For value received, the undersigned hereby sells, assigns and transfers
the within Obligation and all rights
thereunder, and does hereby irrevocably constitute and appoint
attorney to transfer the said Obligation on the
books kept for registration of the within Obligation, with full power of substi-
tution in the premises.
Dated:
Signature Guaranteed:
Signatures must be guaranteed by
a commercial bank or trust company
or by a brokerage firm having a
membership in one of the major
stock exchanges.
PLEASE INSERT SOCIAL
SECURITY OR OTHER
IDENTIFYING NUMBER
OF ASSIGNEE:
NOTICE: The assignor s signature to
this assignment must correspond with
the name as it appears upon the face
of the within Obligation in every
particular, without alteration or
enlargement or any change whatso-
ever.
Resolution 91-81 - Continued
September 24, 1991
Section 3. Series 1991E Equipment Certificate Sinkin Fund. So long as
any of the Obligations are outstanding and any principal of or interest thereon
• unpaid, the Finance Director shall maintain a separate debt service fund on the
official books and records of the Issuer to be known as the Series 1991E
interest on the Obligations shall be payable from the Bond Fund.
Equipment Certificate Sinking Fund (the Bond Fund), and the principal of and Issuer
50
irrevocably appropriates to the Bond Fund (a) any amount in excess of Issuer
received from the Purchaser; (b) all taxes levied and collected in accor
with this Resolution; and (c) all other moneys as shall be appropridance
ated dada the
City Council to the Bond Fund from time to time. If the balance in the Bond
Fund is at any time insufficient to pay all interest and principal then due on
all Obligations payable therefrom, the payment shall be made from any fund of
the Issuer which is available for that purpose, subiect to reimbursement from
the Bond Fund when the balance therein is sufficient, and the City Council cove-
nants and agrees that it will eachy ear levy a sufficient amount of ad valorem
taxes to take care of any accumulated or anticipated deficiency, which levy is
not subject to any constitutional or statutory limitation.
Section 4. Pledge of Taxing Powers. For the prompt and full payment of
the principal of and interest on the Obligations as such payments respectively
become due, the full faith, credit and unlimited taxing powers of the Issuer
shall be and are hereby irrevocably pledged. In order to produce aggregate
amounts not less than 5% in excess of the amount needed to meet when due the
principal and interest payments on the Obligations, ad valorem taxes are hereby
levied on all taxable property in the Issuer. The taxes are to be levied and
collected in the following years and amounts:
• Levy
Year
Collection
Year
Amount
1991
1992
1992
$125,440
1993
1993
1994
115,395
110,250
The taxes shall be irrepealable as long as any of the Obligations are
outstanding and unpaid, provided that the Issuer reserves the right and power
to reduce the tax levies in accordance with the provisions of Minnesota
Statutes, Section 475.61.
Section 5. Defeasance. When all of the Obligations have been
discharged as provided in this section, all pledges, covenants and other rights
granted by this Resolution to the holders of the Obligations shall cease. The
Issuer may discharge its obligations with respect to any Obligations which are
due on any date by depositing with the Registrar on or before that date a sum
sufficient for the payment thereof in full; or, if any Bond should not be paid
when due, it may nevertheless be discharged by depositing with the Registrar a
sum sufficient for the payment thereof in full with interest accrued from the
due date to the date of such deposit. The Issuer may also at any time discharge
its obligations with respect to any Obligations, subject to the provisions of
law now or hereafter authorizing and regulating such action, by depositing irre-
vocably in escrow, with a bank qualified by law as an escrow agent for this pur-
pose, cash or securities which are authorized by law to be so deposited, bearing
interest payable at such time and at such rates and maturing or callable at the
• holder's option on such dates as shall be required to pay all principal,
interest and redemption premiums to become due thereon to maturity or earlier
designated redemption date.
Resolution 91-81 - Continued September 24, 1991
Section 6. Registration of Obliqations. The Clerk is hereby authorized
• and directed to file a certified copy of this Resolution with the County Auditor
of Hennepin County, together with such additional information as the Auditor
may require, and to obtain from the Auditor a certificate that the Obligations
have been duly entered upon the Auditor's bond register and the taxes required
by law for the payment of the Obligations have been levied.
Section 7. Authentication of Transcript. The officers of the Issuer
and the Auditor are hereby authorized and directed to prepare and furnish to the
Purchaser and to Dorsey & Whitney, Bond Counsel, certified copies of all pro-
ceedings and records relating to the Obligations and such other affidavits, cer-
tificates and information as may be required to show the facts relating to the
legality and marketability of the Obligations, as the same appear from the books
and records in their custody and control or as otherwise known to them, and all
such certified copies, affidavits and certificates, including any heretofore
furnished, shall be deemed representations of the Issuer as to the correctness
of all statements contained therein.
Section 8. Official Statement. The Official Statement relating to the
Bonds, dated September 10, MT, prepared and delivered on behalf of the Issuer
by Springsted Incorporated, is hereby approved, and the officers of the Issuer
are hereby authorized and directed to execute such certificates as may be
appropriate concerning the accuracy, completeness and sufficiency thereof.
Section 9. Tax Covenant; Arbitraqe Certificate.
(a) The Issuer covenants and agrees with the registered owners from
• time to time of the Obligations herein authorized, that it will not take, or
permit to be taken by any of its officers, employees or agents, any action which
would cause the interest payable on the Obligations to become subject to taxa-
tion under the Internal Revenue Code of 1986, as amended (the Code) and regula-
tions issued thereunder, in effect at the time of such action, and that it will
take, or it will cause its officers, employees or agents to take, all affir-
mative actions within its powers which may be necessary to insure that such
interest will not become subject to taxation under the Code and applicable
Treasury Regulations, as presently existing or as hereafter amended and made
applicable to the Obligations. All items of capital equipment acquired with the
proceeds of the Obligations shall be owned by the Issuer and used exclusively in
its municipal operations.
(b) The Mayor and Clerk being the officers of the Issuer charged with
the responsibility for issuing the Obligations pursuant to this Resolution, are
authorized and directed to execute and deliver to the Purchaser a certificate in
accordance with the provisions of Section 148 of the Code, and Sections
1.103-13, 1.103-14 and 1.103-15 of the Regulations, stating that on the basis of
facts, estimates and circumstances in existence on the date of issue and deli-
very of the Obligations, it is reasonably expected that the proceeds of the
Obligations will not be used in a manner that would cause the Obligations to be
arbitrage bonds within the meaning of the Code and the applicable regulations.
Section 10. Rebate to the United States. The Issuer acknowledges that
the Obligations are subject to the rebate requirements of Section 148(f) of the
• Code. The Issuer covenants and agrees to retain such records, make such deter-
minations, file such reports and documents and pay such amounts at such times as
Resolution 91-81 - Continued
September 24, 1991
are required under Section 148(f) and applicable Regulations to preserve the
exclusion of interest on the Obligations from gross income for federal income
tax purposes, unless the Obligations qualify for the exception from the rebate
requirement under Section 148(f)(4)(B)(i) of the Code and no "gross proceeds" of
the Obligations (other than amounts constituting a "bona fide debt service
fund") arise during or after the expenditure of the original proceeds thereof,
except as provided in said Section. In furtherance of the foregoing, the Mayor
and Manager are hereby authorized and directed to execute a Rebate Certificate
as part of the closing documentation for the Obligations, and the Issuer hereby
covenants and agrees to observe and perform the covenants and agreements con-
tained therein, unless amended or terminated in accordance with the provisions
thereof.
ATTEST:
N
S irley J is n, City Clerk
S irl�eyj
The motion for the adoption of the foregoing resolution was seconded by Member
Johnson and upon a vote being taken thereon, the following voted in favor
• thereof: Bakken, Johnson, Russell, Stockman and Thompson; and the following
voted against the same: none, whereupon said resolution was declared duly
passed and adopted, signed by the Mayor and his signature attested by the City
Clerk.
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